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March 12, 2026

KEDM Weekly

Theme of the Week   Senior Living Facilities In 2023, we introduced the silver tsunami to the KEDM crowd as a long-term trend. We pondered whether the right play was...
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March 5, 2026

KEDM Weekly

Theme of the Week   Short Reports While short sellers have been around since Jesse Livermore shorted the railroads in the early 1900s, short positions were only discussed publicly more...
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February 26, 2026

KEDM Weekly

Theme of the Week   Wound Care Modern wound care is remarkably fragmented. Dozens of companies claim superior healing with limited clinical evidence. Accelerated pathways allow products onto the market...
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February 19, 2026

KEDM Weekly

Theme of the Week   The No-Earnings Companies Starting off this week’s theme, we were reminded of an old article by Erik that really challenged the way we think. In...
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February 12, 2026

KEDM Weekly

Theme of the Week   What are IPO Unlocks? An IPO Unlock is a date that marks the end of the “lockup period,” usually 90 or 180 days after the...
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February 5, 2026

KEDM Weekly

Theme of the Week   Crypto Treasury Stocks The financial alchemy of MSTR and the other crypto treasury companies is impressive. Michael Saylor is a master financial engineer and he...
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